Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $174B
1-Year Est. Return 31.93%
 

Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.

This Quarter Est. Return
1 Year Est. Return
+31.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160B
AUM Growth
+$19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$184M
3 +$173M
4
MA icon
Mastercard
MA
+$123M
5
AAPL icon
Apple
AAPL
+$120M

Top Sells

1 +$293M
2 +$174M
3 +$136M
4
RBLX icon
Roblox
RBLX
+$119M
5
DFS
Discover Financial Services
DFS
+$96.4M

Sector Composition

1 Technology 33.07%
2 Financials 13.07%
3 Consumer Discretionary 10.37%
4 Communication Services 10.07%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KSA icon
951
iShares MSCI Saudi Arabia ETF
KSA
$588M
$408K ﹤0.01%
10,596
-5,253
ARKK icon
952
ARK Innovation ETF
ARKK
$8.45B
$408K ﹤0.01%
5,800
QRVO icon
953
Qorvo
QRVO
$8.05B
$403K ﹤0.01%
4,751
-1,220
ZIM icon
954
ZIM Integrated Shipping Services
ZIM
$1.77B
$396K ﹤0.01%
+24,600
YELP icon
955
Yelp
YELP
$2.03B
$395K ﹤0.01%
+11,519
SVC
956
Service Properties Trust
SVC
$345M
$394K ﹤0.01%
164,970
-5,663
SAIC icon
957
Saic
SAIC
$4.17B
$390K ﹤0.01%
3,460
+300
LYFT icon
958
Lyft
LYFT
$8.49B
$384K ﹤0.01%
+24,370
AES icon
959
AES
AES
$10.1B
$384K ﹤0.01%
36,463
+917
OLP
960
One Liberty Properties
OLP
$434M
$381K ﹤0.01%
15,957
MOG.A icon
961
Moog Inc Class A
MOG.A
$6.33B
$380K ﹤0.01%
2,101
+280
MKTX icon
962
MarketAxess Holdings
MKTX
$6.19B
$379K ﹤0.01%
1,698
+40
PARA
963
DELISTED
Paramount Global Class B
PARA
$369K ﹤0.01%
28,591
+3,756
WYNN icon
964
Wynn Resorts
WYNN
$12.7B
$368K ﹤0.01%
3,932
-182,274
WBA
965
DELISTED
Walgreens Boots Alliance
WBA
$367K ﹤0.01%
31,927
-1,440,293
BBD icon
966
Banco Bradesco
BBD
$37.1B
$365K ﹤0.01%
118,279
-3,595
MGM icon
967
MGM Resorts International
MGM
$8.68B
$359K ﹤0.01%
10,428
-420,679
GNRC icon
968
Generac Holdings
GNRC
$9.03B
$356K ﹤0.01%
2,486
-23
ERO icon
969
Ero Copper
ERO
$2.25B
$355K ﹤0.01%
21,045
+45
BTG icon
970
B2Gold
BTG
$5.05B
$353K ﹤0.01%
97,810
+210
NVT icon
971
nVent Electric
NVT
$17.7B
$352K ﹤0.01%
+4,800
NMIH icon
972
NMI Holdings
NMIH
$2.77B
$350K ﹤0.01%
8,300
+500
VITL icon
973
Vital Farms
VITL
$1.59B
$344K ﹤0.01%
+8,920
CLDT
974
Chatham Lodging
CLDT
$312M
$342K ﹤0.01%
49,000
+49
ANDE icon
975
Andersons Inc
ANDE
$1.66B
$340K ﹤0.01%
+9,257